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Old Mutual funds – changing name to Merian

Kate Marshall | Tue 02 October 2018

Investments can go down as well as up so there is always a danger that you could get back less than you invest. Nothing here is personalised advice, if unsure you should seek advice.

Old Mutual changed the name of some of its funds to Merian on 1 October 2018.

It’s because Old Mutual Global Investors is being split into two separate asset management businesses. The part that’ll mainly focus on investments in single asset classes, such as UK shares or bonds, has been renamed Merian Global Investors.

It’s impacted a number of the group’s existing funds, including the following Wealth 150 funds:

Old fund name New fund name
Old Mutual UK Alpha Merian UK Alpha
Old Mutual UK Mid Cap Merian UK Mid Cap
Old Mutual UK Smaller Companies Merian UK Smaller Companies

We don’t think investors need to take any action because there’s no change to each fund’s investment objective or process.

Important information - Please remember the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This article is provided to help you make your own investment decisions, it is not advice. If you are unsure of the suitability of an investment for your circumstances please seek advice. No news or research item is a personal recommendation to deal.


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